Lukasz Licygiewicz signed Brighter Choice Charter Schools' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brighter Choice Charter Schools' EIN is 14-1830897.
Download the official 2023 Form 5500 (PDF) for Brighter Choice Charter Schools from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Brighter Choice Charter Schools' plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNT 48 AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $3.5M | 90.7% | |
| Vanguard Lifestrategy Moderage GR Inve | Mutual Funds | — | — | $641K | 16.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $446K | 11.5% | |
| Vanguard Target Retirement 2070 Inv | Mutual Funds | — | — | $420K | 10.9% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $381K | 9.9% | |
| Equitable Fixed Account - A5 2 | Other securities | — | — | $293K | 7.6% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $247K | 6.4% | |
| Harbor Capital Appreciation Retirement | Other securities | — | — | $165K | 4.3% | |
| Fidelity Total International Index | Mutual Funds | — | — | $164K | 4.2% | |
| MFS Value R6 | Mutual Funds | — | — | $147K | 3.8% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $138K | 3.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $126K | 3.3% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $121K | 3.1% | |
| Fidelity Amall Cap Index | Mutual Funds | — | — | $96K | 2.5% | |
| Blackrock High Yield Portfolio K | Other securities | — | — | $79K | 2.0% | |
| TIAA Cref Account | Mutual Funds | — | — | $65K | 1.7% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $54K | 1.4% | |
| Baird Core Plus Bond Inst | Other securities | — | — | $44K | 1.1% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $38K | 1.0% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $34K | 0.9% | |
| AB Small Cap Growth Z | Other securities | — | — | $23K | 0.6% | |
| Goldman Sachs Small Cp Val Insghts R6 | Other securities | — | — | $22K | 0.6% | |
| MFS Intl Diversification R6 | Mutual Funds | — | — | $21K | 0.5% | |
| American Funds New World R6 | Mutual Funds | — | — | $21K | 0.5% | |
| JPMorgan US Equity R6 | Other securities | — | — | $19K | 0.5% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $18K | 0.5% | |
| Principal Real Estate Securities Inst | Other securities | — | — | $18K | 0.5% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $14K | 0.4% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $6K | 0.2% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
